TOTAL - Upload XML & PDF to a web
portal

Some clients request that you upload your report in MISMO XML format using
their web portal. Often, this means you'll need to remember the URL for
the site, your username, a password, and even more details in some cases.
If you're working with more than just a couple of these portals, that's a lot of
information to keep track of. DataCourier's SmartBrowser makes things
considerably easier.

Click the drop-down arrow beside the Deliver to Client
icon ( ) and select Upload to
Client using SmartBrowser.

An E&O check automatically runs, and if any errors are found, you have
a couple of options:

Yes, correct UAD error. The E&O view shows details
about the errors that were found - UAD and otherwise. Note that you
can double click an error description and jump to the field in the form to
correct it. The Details option shows a more narrative
description of any fields that are in error, and the Client Instructions
option allows you to write notes that are transmitted with the XML and are
viewable by the client.

Continue. This means you're okay with any errors that
were found and/or have explained why it was necessary to leave these errors
in appraisal. If you're leaving any UAD errors, you can expect to
explain your reasons to your client when they submit the report to UCDP,
because they receive a report of any errors when uploading.

If No UAD errors are found, you are automatically taken to the TOTAL print
engine where you select the pages to be delivered.

When the TOTAL Print Engine appears, select the pages you want to include
in the PDF copy of the report, then click Continue.
This creates the PDF that is embedded in your MISMO XML file.

Now, the SmartBrowser opens, and there are a few components to be aware
of:

The address bar at the top is where you enter the web
address of your client's portal, then press Enter to view
the site in the area on the right of SmartBrowser. When you type an
address into the address bar and press enter, that address will be added to
the Saved Web Sites tab on the left so you can easily
return without having to type the address again.

The Saved Web Sites tab is where you find quick links
to the sites you've previously visited using SmartBrowser. As you
hover over each site in the list, you'll see an Edit icon ( ). Click the icon to enter a
description, edit the URL, and save your
Username and Password for the site so you
don't have to re-key it next time.

Right-click any saved site and select Make Default Page
to set it as SmartBrowser's "home" page.

Your Internet Explorer Favorites are accessible via a
drop-down list on the left. If the address to one of your client's
portals is already in your Favorites, select it in the list of
Favorites.

By default, a "help panel" appears on the lower left of
SmartBrowser. Check the box labeled Hide help panel
near the bottom of the yellow help panel to permanently hide this from
view.

The QuickData tab gives you easy access to your report
data so you can easily fill out any forms on your client's portal. The
main goal of the QuickData tab is to keep you from having to re-key data
into your client's site. On the QuickData tab, much of the report's
salient data is listed with a Copy Icon ( ) next to it.

To insert data from your report into a field on your clients
portal:

Place your cursor in the field on your client's portal (displayed on the
right side of SmartBrowser) where the information will be transferred- let's
use Subject Address for example.

On the QuickData tab, click the Copy Icon ( ) in the
Address field. The address information is populated
in the field where you placed your cursor. You can repeat this process
for most any field found on your client's portal (because they generally
require very similar information.)

Fields on the clients portal that require you to click
Browse and select the location of the MISMO XML or the PDF,
can be inserted instead using the Copy Icon ( ) next to the XML or
PDF file path on the QuickData tab.

NOTE:

SmartBrowser's copy/paste functionality is retrofit, and may not work
on every website. If this functionality is not supported by your
client's website, you must upload your report manually. Click here for
instructions on manually saving a MISMO XML and PDF copy of your
report.

When the necessary information has been entered, use the button on the
portal to Submit, Send,
Upload, or the site's equivalent button to upload the files
and information to the client.

When the upload is complete, click the X in the
upper-right corner to close SmartBrowser. When you do, you're asked if
the upload was successful or not. Mark the correct option to store a
record of this transmission in your DataCourier account (coming soon) and
update the status of the file in TOTAL.